
LG Display Q3 Preview: The Profitable Season Is Coming, But It Changes Nothing
Seeking Alpha
公開日時: Oct 06, 2026, 07:16 PM GMT+9
Gytis Zizys 4.9K Followers Follow Summary LG Display remains under pressure, with shares down 42% in the last year and no clear signs of a turnaround. Q3 revenue is expected to rise 31% sequentially to $4.97B, but year-over-year growth remains flat, reflecting weak demand and macro headwinds. Apple's extension of inventory holding periods could drive future panel sales for LPL, but immediate impact may be limited. I maintain a cautious stance, awaiting evidence of sustained profitability and innovation-driven growth before considering a more constructive rating. ozgurdonmaz/iStock Unreleased via Getty Images It’s been close to two years since the first time I covered LG Display ( LPL ), and since it is about to report its Q3 results on the 22nd of October, I thought it This article was written by Gytis Zizys 4.9K Followers Follow MSc in Finance. Long-term horizon investor mostly with 2-5 year horizon. I like to keep investing simple. I believe a portfolio should consist of a mix of growth, value, and dividend-paying stocks but usually end up looking for value more than anything. I also sell options from time to time. Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
Source: Seeking Alpha
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